An easy-to-navigate accounting and tax checklist designed to empower small business owners to master their money and feel like they are sitting in the driver's seat when it comes to their financials.
You know you need to get your finances in order if you really want to see this business thrive.
You’re so proud of what you’ve built so far as an entrepreneur.
You’re not focused on someone else’s dream anymore. You’re focused on your own.
You feel like a force to be reckoned with in the field.
But, when you start to think about how to manage the financial aspect of your business, it’s all still a bit overwhelming. You’d love to know what you need to focus on every month to ensure you have things handled.
Enter the Small Business Accounting At A Glance Checklist
It’s a clear, concise, step-by-step plan for how to tackle your finances on a weekly, bi-weekly, monthly, and quarterly basis.
This checklist offers an easy-to-read checklist of what to do and when, so you can rest easy knowing what’s coming in, what’s going out, and what you need to set aside.
Basically, it’s like a little accountant on your desk telling you what to do and when to do it, so you don’t have to constantly worry about where your money is coming from and where it’s going.
"Lisa is highly competent and highly caring (she actually understands your individual situation and skill level)."
- Karlo Kowalczyk
"Lisa has a real gift for making a subject that can be both terrifying and boring seem accessible, engaging and manageable."
– Maureen Carter
"We have always found Lisa to be highly professional, knowledgeable and approachable. She has done an exceptional job when it comes to keeping us informed and explaining things in a clear manner."
– Soma Keo
Meet Lisa Jarvis: Taking Small Business Owners from Overwhelmed to Empowered
Hi, I’m Lisa!
I am a Canadian accountant who specializes in helping small business owners master their money.
I take pride in making accounting less intimidating by providing my clients with the information they need in a way that is easy to understand. I hold space for business owners just like you to feel safe in asking questions and getting answers about their financial health.
Working as a public practice CPA for 15 years, I assisted hundreds of entrepreneurs build out sustainable accounting systems that WORK and get their business on a solid financial footing right from the start.
I check all of the complicated accounting jargon at the door and get to the point in a way that makes sense so that you can confidently master your business accounting like the CEO you are.
I have seen firsthand how expensive it can be for entrepreneurs if they don’t have accounting systems set up right from the beginning, and I am here to make sure that doesn’t happen to you.
You Might Wonder…
What sets this resource apart from the rest?
You see, us accountants can sometimes have a nasty habit of overcomplicating things. And when you’re a small business owner wearing many hats, life can be pretty complicated as it is! I designed this as a resource for you to be able to stick up on your wall, check items off as you go, and then get back to doing what you do best: running your business.
What other value will it offer me?
First, we’ll hit the ground running by getting this checklist straight into your inbox, and then I will send over some tips and tricks every now and again about how to better understand your financial situation, how to create and manage simple and sustainable accounting systems, and how to keep yourself on solid financial footing as your business continues to grow.
What if I want more support?
Before you head out to hire an accountant, you might be interested in joining my 6-week crash course called ‘From Overwhelmed to Empowered.’ It offers a detailed and interactive framework that leaves you feeling empowered when it comes to your business finances. Using easy-to-understand language, I walk you through everything you need to know as an entrepreneur to effectively manage the financial side of your business.
I have another question you haven’t answered!
No worries! I would love to connect! Feel free to shoot me an email at ljarvis@aligncpa.ca, and we can chat a little further.